800-516-5861
TAX-FREE RETIREMENT
Proven Tax Strategies to Minimize Taxes, Maximize Your Income, and Hold Onto More of Your Hard-Earned Assets in Retirement
William Penn Inn
July 11th or July 20th, 6:00 PM
At Our Workshop, We Will Be Discussing:
Powerful strategies to defuse your IRA's ticking tax time bomb and significantly reduce taxes on your retirement accounts.
How to protect your IRA from becoming a tax target for future tax rate hikes and strategies to disinherit Uncle Sam.
How to reduce your tax bill and eliminate unnecessary taxes on your IRA and other retirement accounts.
How to reduce the tax impact of required minimum distributions on your IRA and other qualified retirement accounts.
Strategies to help minimize the amount of taxes you owe on your Social Security benefits.
The benefits of converting your IRA to a Roth IRA with minimal taxes for tax-free income in retirement.
How to get more income from your IRA with the right tax planning strategies.
How to use exemptions, exclusions, deductions, and credits to help reduce your tax bill.
Discover how to protect your IRA from down markets, future tax increases, and runaway inflation.
In retirement, it's important to utilize tax strategies that can help you minimize taxes and maximize your retirement income.
With proper planning and education, you can potentially hold onto more of your hard-earned assets and enjoy a more comfortable retirement. Taxes are an inevitable part of life, but they don't have to be a major drain on your retirement savings.
By staying informed about the latest tax law changes and planning strategies you can make strategic decisions about your retirement income and investments that can potentially reduce your tax liability - significantly. This educational event is designed to provide you with valuable information and resources to help you make informed decisions about your tax and income planning in retirement.
If you are tired of giving over your hard-earned IRA to taxes, then you are not alone. By attending our upcoming taxes and retirement planning seminar, you will learn valuable tax planning strategies to reduce taxes on your IRA and other retirement accounts, protect your retirement from potential tax liabilities, and keep more of what you have worked hard to accumulate.
Don't wait any longer to take control of your retirement tax planning – sign up for our seminar today and start maximizing your retirement income!
Your Presenter
David Bezar
Senior Managing Partner
Being a serial entrepreneur, David’s forte has been his ability to recognize opportunities for innovation and improvement within the financial services space. Most recently, David identified a real need that helps baby boomers navigate retirement successfully.
Retirees and Pre-retirees are looking for a trusted fiduciary, a central resource to answer their questions and guide them with the attitude of a steward during the retirement income stage of life. Issues related to Social Security, Medicare, taxes, LTC, longevity, investment risk management, etc. David decided to focus on that by being first an educator and advocate for the baby boomer community. Additionally, by building a firm around that idea, to support that goal; the trusted authority to those looking for peace of mind in retirement.
Through his leadership, Thrive has grown into a leading retirement income planning and investment specialty firm with 6 financial planners, a staff of 29 and 4 offices. David is a host of the Thrive Retirement Roadmap show on WPHT Talk Radio 1210, educating and bringing light to current events that can affect retirement. He is also the co-author of #1 Bestseller “Roadmap to Retirement: Navigating Your Way to Peace of Mind.”
David has been featured in the Wall Street Journal, Kiplinger’s Magazine, Philadelphia Magazine and Suburban Life Magazine as one of the area’s top Financial Advisors as well as one of the top Registered Investment Advisory firms.
Location Information
Venue: William Penn Inn
Address: 1017 Dekalb Pike, Gwynedd, PA 19436
Date: July 11th or July 20th
Time: 6:00 PM
Who Should Attend?
You want time-tested, step-by-step strategies and don't want to do it alone.
You want to ensure you’re doing all you can to minimize taxes and maximize your income in retirement.
You’re looking for a solution to RMDs and aren’t sure what to do with the income.
You’re concerned about running out of money in retirement.
You want to protect your retirement income and assets from future healthcare expenses.
You just want to see what’s changed with the tax laws and make sure your planning is up to date, then this event is for you!
Frequently Asked Questions
Who Else Is It For?
If you have questions about retirement tax planning and find it really, really challenging to navigate on your own, this is for you.
This Event Is Also for You If...
You want time-tested, step-by-step strategies and don't want to do it alone
You want to ensure you’re doing all you can to minimize taxes and maximize your income in retirement
You’re looking for a solution to RMDs and aren’t sure what to do with the income
You’re concerned about running out of money in retirement
You want to protect your retirement income and assets from future healthcare expenses.
You just want to see what’s changed with the tax laws and make sure your planning is up to date, then this event is for you!